Power Up Your Workflows to Get More Done in Less Time
Streamline the way you collect source documents, organize client data, and share files by using a secure, branded client portal, built for firms that provide professional services like accounting.
Boost Firm Productivity through a Centralized Platform
SmartVault is a cloud-based document management system that allows accountants, business partners, and their teams to securely gather, store, and share all business and client documents with ease.
SmartVault enables your staff and clients to access, store, manage, and share documents from a secure cloud-based system.
Enjoy the convenience of working in the cloud without compromising on the security and productivity features that help you run your business smoothly.
With a cloud-based storage solution you’ll be able to quickly find the file you need, when you need it, and share it securely with the right people.
Give your business clients a secure, easy, professional way to upload and download documents from a branded client portal.
With DocuSign integration, you can send a file to be e-signed, and have the signed document automatically routed back to SmartVault.
SmartVault employs encryption and SSL technology to protect your documents, passwords, and interactions – whether in transit or at rest.
Streamline, Simplify, and Expedite Client Interactions
SmartVault makes it easy for business partners and their teams to collect, manage, prepare, and share all client and internal business documents securely online.
Gather, store, and share files securely, with ease
- Scan, attach, and view documents in your important business apps
- Request eSignature for critical documents with built-in DocuSign integration
- Generate activity reports and get automated alerts so you never miss a beat
Deliver a better customer experience with paperless workflows
- Utilize scanning wizards to seamlessly convert paper documents to digital
- Upload or drag-and-drop files to a cloud-based, online document portal
- Restrict users from updating a file with auto check in/check out capabilities
Boost efficiency and client collaboration
- Batch print and distribute tax organizers, statements, and returns to clients
- Give clients the ability to serve themselves through an integrated customer portal
- Send clients secure links to access their files easily
See SmartVault in Action
Want to save countless hours while making it easier for clients to do business with you? Book a 15-minute demo to see exactly how SmartVault can work for your business.
Schedule A Demo
Switch to SmartVault to See Real Returns for Your Firm
I really feel that if we did not use SmartVault, we would struggle to scale our business and serve clients nationwide. In fact, it would not be possible.”Daniel Aniegbuna CPA, CFEFounder Adachi Financial Services
Book a 15-minute demo to see exactly how SmartVault can work for your business.
See A Demo